Ever Source Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,596 shares of RDVY stock, worth $776,120. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,596

Previous 10,604 9.35%

Holding current value

$776,120

Previous $665,000 17.14%

% of portfolio

0.04%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$62.38 - $67.29 $61,880 - $66,751	992 Added 9.35%	11,596 $779,000
Q2 2025 Aug 13, 2025	BUY	$51.6 - $62.74 $302,169 - $367,405	5,856 Added 123.34%	10,604 $665,000
Q1 2025 May 13, 2025	BUY	$57.22 - $63.39 $128,745 - $142,627	2,250 Added 90.07%	4,748 $277,000
Q3 2024 Nov 08, 2024	SELL	$53.68 - $59.24 $34,730 - $38,328	-647 Reduced 20.57%	2,498 $147,000
Q2 2024 Aug 13, 2024	BUY	$53.05 - $55.95 $34,323 - $36,199	647 Added 25.9%	3,145 $172,000

Q2 2023 Aug 04, 2023	BUY	$42.83 - $47.25 $106,989 - $118,030	2,498 New	2,498 $117,000

Others Institutions Holding RDVY

# of Institutions

760

Shares Held

206M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History